Balance Wealth, LLC's ownership history for SFLR

Balance Wealth, LLC currently holds 53.4K shares with a market value of $2.1M. It started holding SFLR on 2025-03-31. At its peak, it held 65.9K shares on 2025-06-30. Its highest holding value was $2.3M on 2025-09-30. At its lowest, it held 49.9K shares on 2026-03-31, with a value of $1.7M on 2025-03-31. In the recent 180 days, Balance Wealth, LLC has decreased its shares by 6.0K. In the recent year, Balance Wealth, LLC has decreased its shares by 12.5K.